Purchases and Sales Made in Q4 2024 in Ishares Core S&P Mid Cap ETF (IJH)
This table provides information about the institutional ownership of Ishares Core S&P Mid Cap ETF (IJH) during Q4 2024. The information is specifically focused on institutions that hold shares of ISHARES CORE S&P MID-CAP ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 08, 2025
Q4 2024
|
Farmers Trust CO
|
SELL
|
- |
-380- 0.64% |
$23.4K - $25.8K
|
58.5K
$3.75M
|
|
|
Jan 21, 2025
Q4 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-382- 0.88% |
$23.6K - $25.9K
|
43K
$2.76M
|
|
|
Feb 06, 2025
Q4 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-400- 0.59% |
$24.7K - $27.1K
|
67.3K
$4.31M
|
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-407- 9.85% |
$25.1K - $27.6K
|
3.73K
$239K
|
|
|
Jan 28, 2025
Q4 2024
|
Silicon Valley Capital Partners
|
SELL
|
- |
-418- 7.63% |
$25.8K - $28.4K
|
5.06K
$324K
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-422- 2.43% |
$26K - $28.6K
|
17K
$1.09M
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-425- 15.89% |
$26.2K - $28.8K
|
2.25K
$144K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-426- 2.8% |
$26.3K - $28.9K
|
14.8K
$947K
|
|
|
Feb 03, 2025
Q4 2024
|
Hardy Reed LLC
|
SELL
|
- |
-436- 0.23% |
$26.9K - $29.6K
|
190K
$12.1M
|
|
|
Jan 10, 2025
Q4 2024
|
Lvm Capital Management LTD
|
SELL
|
- |
-437- 2.5% |
$27K - $29.7K
|
17K
$1.09M
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-449- 7.62% |
$27.7K - $30.5K
|
5.44K
$349K
|
|
|
Feb 06, 2025
Q4 2024
|
Planning Directions Inc
|
SELL
|
- |
-455- 8.39% |
$28.1K - $30.9K
|
4.97K
$318K
|
|
|
Jan 27, 2025
Q4 2024
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-458- 1.49% |
$28.2K - $31.1K
|
30.3K
$1.94M
|
|
|
Jan 16, 2025
Q4 2024
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-459- 1.03% |
$28.3K - $31.2K
|
44K
$2.82M
|
|
|
Jan 21, 2025
Q4 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-475- 6.67% |
$29.3K - $32.2K
|
6.65K
$426K
|
|
|
Jan 07, 2025
Q4 2024
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-480- 1.75% |
$29.6K - $32.6K
|
27K
$1.73M
|
|
|
Jan 24, 2025
Q4 2024
|
Hfg Advisors, Inc.
|
SELL
|
- |
-480- 3.07% |
$29.6K - $32.6K
|
15.2K
$971K
|
|
|
Feb 04, 2025
Q4 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-481- 25.44% |
$29.7K - $32.6K
|
1.41K
$90.3K
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-483- 1.78% |
$29.8K - $32.8K
|
26.6K
$1.7M
|
|
|
Feb 04, 2025
Q4 2024
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-483- 4.2% |
$29.8K - $32.8K
|
11K
$705K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-514- 5.27% |
$31.7K - $34.9K
|
9.23K
$591K
|
|
|
Feb 03, 2025
Q4 2024
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-514- 1.29% |
$31.7K - $34.9K
|
39.3K
$2.52M
|
|
|
Jan 15, 2025
Q4 2024
|
Perkins Coie Trust CO
|
SELL
|
- |
-515- 14.88% |
$31.8K - $35K
|
2.95K
$189K
|
|
|
Jan 28, 2025
Q4 2024
|
Seelaus Asset Management LLC
|
SELL
|
- |
-521- 3.59% |
$32.1K - $35.4K
|
14K
$896K
|
|
|
Jan 16, 2025
Q4 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-530- 13.9% |
$32.7K - $36K
|
3.28K
$210K
|
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-535- 1.58% |
$33K - $36.3K
|
33.3K
$2.13M
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-535- 2.28% |
$33K - $36.3K
|
22.9K
$1.47M
|
|
|
Feb 04, 2025
Q4 2024
|
Brightwater Advisory LLC
Tampa, FL |
SELL
|
- |
-537- 1.64% |
$33.1K - $36.4K
|
32.2K
$2.06M
|
|
|
Feb 04, 2025
Q4 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
SELL
|
- |
-540- 10.81% |
$33.3K - $36.6K
|
4.46K
$285K
|
|
|
Feb 04, 2025
Q4 2024
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-548- 5.23% |
$33.8K - $37.2K
|
9.93K
$636K
|
|
|
Jan 17, 2025
Q4 2024
|
Lake Hills Wealth Management, LLC
|
SELL
|
- |
-562- 14.62% |
$34.7K - $38.1K
|
3.28K
$210K
|
|
|
Feb 03, 2025
Q4 2024
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-565- 5.05% |
$34.8K - $38.3K
|
10.6K
$680K
|
|
|
Jan 24, 2025
Q4 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-581- 4.58% |
$35.8K - $39.4K
|
12.1K
$775K
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-590- 4.53% |
$36.4K - $40K
|
12.4K
$796K
|
|
|
Jan 23, 2025
Q4 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-595- 13.45% |
$36.7K - $40.4K
|
3.83K
$245K
|
|
|
Jan 08, 2025
Q4 2024
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-614- 4.92% |
$37.9K - $41.7K
|
11.9K
$760K
|
|
|
Jan 27, 2025
Q4 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-625- 2.2% |
$38.6K - $42.4K
|
27.8K
$1.78M
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-626- 12.08% |
$38.6K - $42.5K
|
4.56K
$292K
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-626- 0.53% |
$38.6K - $42.5K
|
117K
$7.52M
|
|
|
Jan 21, 2025
Q4 2024
|
Nikulski Financial, Inc.
|
SELL
|
- |
-664- 1.61% |
$41K - $45.1K
|
40.6K
$2.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-675- 8.81% |
$41.6K - $45.8K
|
6.99K
$448K
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-675- 5.91% |
$41.6K - $45.8K
|
10.8K
$689K
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-684- 2.43% |
$42.2K - $46.4K
|
27.5K
$1.76M
|
|
|
Jan 21, 2025
Q4 2024
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-690- 2.61% |
$42.6K - $46.8K
|
25.8K
$1.65M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-696- 5.63% |
$42.9K - $47.2K
|
11.7K
$748K
|
|
|
Jan 27, 2025
Q4 2024
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-696- 1.01% |
$42.9K - $47.2K
|
68.3K
$4.37M
|
|
|
Jan 29, 2025
Q4 2024
|
Newport Capital Group, LLC
|
SELL
|
- |
-704- 2.29% |
$43.4K - $47.8K
|
30K
$1.92M
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Financial Group LLC
|
SELL
|
- |
-715- 5.86% |
$44.1K - $48.5K
|
11.5K
$736K
|
|
|
Feb 06, 2025
Q4 2024
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-719- 3.08% |
$44.3K - $48.8K
|
22.6K
$1.45M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-726- 12.23% |
$44.8K - $49.3K
|
5.21K
$334K
|